Retirement plan

SMALL WORLD CHILDRENS DENTISTRY SC 401K PLAN & TRUST

Name: SMALL WORLD CHILDRENS DENTISTRY SC - SMALL WORLD CHILDRENS DENTISTRY SC 401K PLAN & TRUST (2019) Form 5500
Creator: SMALL WORLD CHILDRENS DENTISTRY SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMALL WORLD CHILDRENS DENTISTRY SC 401K PLAN & TRUST, SMALL WORLD CHILDRENS DENTISTRY SC

SMALL WORLD CHILDRENS DENTISTRY SCEIN 39-2018356Plan #001PY 2019

5525 GREEN BAY ROAD - KENOSHA, WI 53144262-657-2060smallworlddds.comLinkedIn1-10 employeesmedical practice

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+24.1% from 2018

Total participants

-19.0% from 2018

Average account balance

$106,518

+53.3% from 2018

Annual return

24.12%

+33.51 pp from 2018

Benchmarks

See 104,301 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort104,301 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.39M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$130K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3956

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$156K

$11173 / participant

Other / not subdivided$156K100.0%

% of EOY assets

8.638%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$106,518

$202,342-47.4%

$172,753-38.3%

$152,909-30.3%

Participation rate

100.0%

87.1%+12.9pp

82.6%+17.4pp

82.5%+17.5pp

Annual return

24.12%

1029.88%-1005.8pp

803.00%-778.9pp

345.46%-321.3pp

Employer contribution / active EE

$2,665

$5,857-54.5%

$5,144-48.2%

$4,764-44.1%

Participant deferral / active EE

$7,228

$5,948+21.5%

$5,198+39.1%

$5,851+23.5%

Admin fee / account holder

$9,201

$17,112-46.2%

$13,956-34.1%

$11,601-20.7%

SMALL WORLD CHILDRENS DENTISTRY SC 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMALL WORLD CHILDRENS DENTISTRY SC 401K PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion